Way We Do provides plenty of easy to use editing tools and power-packed extras to help you create policies and procedures that your team will enjoy using. This guide provides a tutorial of the procedure editing screen, including instructions for editing, publishing and deleting your procedures.

NOTE: Only Admins and Editors are able to edit, publish and delete procedures.

Edit - Click the pencil icon to "Edit" the procedure.

Title Bar - Enter the name of your procedure by overwriting the words "Untitled Procedure".

Editing Tools - The Editing Toolbar contains all of the standard editing tools you would expect, with a few extras. If you are unfamiliar with any of the icons used, hover over the icon and the description will be displayed.

Save - Way We Do has an "auto-save" feature, however we recommend that you click the "Save" button to keep your latest edits.

Procedure Status - Way We Do allows you to assign a status to a Procedure. A procedure can be saved as a draft, marked as pending review, published, or retired. To learn more about procedure status, read our Procedure Status Overview.

Cancel - Click the "Cancel" button to take you back to the view mode and cancel latest edits.

Print to PDF - Click the printer icon to print the procedure to a PDF file.

Delete - Click the trashcan to delete a procedure.

Roles - Click the person icon to assign roles to the procedure. Roles are listed from the "Structure" chart you created.